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Copperwynd Financial, LLC

CRD 143442SEC# 801-67763Scottsdale, AZ
Export (members)
No longer SEC-registered. Copperwynd Financial, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$720.1M
Employees
11
Accounts
2,150
Location
Scottsdale, AZ

Copperwynd Financial, LLC assets under management

Copperwynd Financial, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. It reports $720.1 million in regulatory assets under management and employs 11 people.
View on SEC.gov ↗

Copperwynd Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
David Blane Daughtrey ControlManaging Member50-75%2007
Erick Scot Newton ControlMember & Chief Compliance Officer10-25%2015
Jacob O EggettMember10-25%2019

Frequently asked questions

How much does Copperwynd Financial, LLC manage?

Copperwynd Financial, LLC reports $720.1 million in regulatory assets under management on its Form ADV.

How many employees does Copperwynd Financial, LLC have?

Copperwynd Financial, LLC reports 11 employees.

Where is Copperwynd Financial, LLC located?

Copperwynd Financial, LLC is based in Scottsdale, AZ.

Does Copperwynd Financial, LLC disclose fund performance?

Copperwynd Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14256 N. Northsight Blvd., Ste B-115, Scottsdale, AZ 85260
Office hours8 a.m. To 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$720.1M
Non-discretionary$0
Total (RAUM)$720.1M